Sobre o Clio

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments. The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account. The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more. The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.
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Preço do Clio

Clio não possui uma versão gratuita, mas oferece versão de teste grátis. Versão paga do Clio a partir de 39,00 US$/mês.

Preço inicial:
39,00 US$/mês
Versão gratuita:
Não
Versão de teste gratuita:
Sim

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Avaliações do Clio

Nota do recurso

Relação qualidade/preço
4,6
Funcionalidade
4,5
Praticidade
4,6
Suporte ao cliente
4,7
5 avaliações do 1 252 Ver todas as avaliações
Mazyar
  • Setor: Escritório de advocacia
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação
Relação qualidade/preço
5
Recursos
5
Praticidade
5
Suporte ao cliente
5

5
Avaliado em 18/08/2022

Clio Practice Management is the Best

Vantagens

Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.

Desvantagens

While Clio offers the minimum viable environment for online practice, the rapid growth of the company has left gaps and subtle shortcomings that veteran users will notice, while new users will be dazzled by the way it changes their practice.

Heather
  • Setor: Escritório de advocacia
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação
Relação qualidade/preço
3
Recursos
4
Praticidade
3
Suporte ao cliente
3

4
Avaliado em 23/08/2022

I've used Clio Manage for 6+ Years and Clio Grow for 2+ Years

I've used Clio since opening my own firm. Overall, I'm happy with their products and feel confident that I can get "at a glance" information on my active cases as well as my leads quickly. And, I can dive deeper into any particular matter or contact easily. I do wish they were a bit more tailored to small/solo firm practice - particularly in terms of the time investment in set-up and cost per license.

Vantagens

Clio offers nearly comprehensive lead and case management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs - they are eager to listen & learn. Since I began using it, Clio has steadily widened their offerings that are real value-adds. Their annual conference is a great networking & learning event.

Desvantagens

Both products, but Grow especially, are very time-consuming in the initial set-up phase. Both products could be more robust for practice areas that don't involve litigation. Their support staff is readily available but in my experience can only assist in solving my issue about 10% of the time. Often some features I view as key are not available and it's hard to determine how the upvoting process of feature requests actually works. The pricing structure is frustrating and could benefit from adding a different tier for restricted or limited users (like paralegals and admins). While all the features and new additions are nice, as a solo practice attorney I often find myself unable to take advantage of them due to the time involved in learning about & implementing them.

Alternativas consideradas

CosmoLex e MyCase

Razões para mudar para o Clio

Interaction with the sales reps and recommendations from fellow attorneys.
Avaliador Verificado
  • Setor: Serviços jurídicos
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação
Relação qualidade/preço
1
Recursos
3
Praticidade
3
Suporte ao cliente
1

2
Avaliado em 26/08/2022

Why Clio sucks and you'll only find out after investing far too much.

Eh... I should have cut my losses instead of hoping they will fix the glitches.

Vantagens

The HelloSign integration is the only reason I stay. It has the benefits of any basic CRM.

Desvantagens

Customer service is horrendous. Sure they are polite and quite courteous in fact, however, it's like speaking to a brick wall. It's like everyone's drank the cool-aid. They avoid the acknowledging system limitations or errors like the pliegue which obviously comes from the top. There are far better CRM programs with true automation for far cheaper instead of the patch work of products branded as Clio. I could get the same, if not better, effect with Zapier.

Yes, I'm bitter because I've invested thousands of hours and dollars and now I'm stuck. As a sole practitioner, I do not have the money or man power to start all over again. I tell ALL my peers they are much better off using Dubsado and HelloSign than Clio. Tyring to get technical support is a time suck! The level of work/investment needed just to get the first tier customer support familiar with the product then explaining the issue is not worth addressing it AT ALL! They obviously receive minimal training and have NO real comprehension or experience with the Clio products themselves. It's like they are afraid to admin they don't know or they don't understand. They are just key word searching in the help index which I've ALREADY DONE!

Alternativas consideradas

HoneyBook, MyCase, 17hats e Lawmatics

Razões para escolher o Clio

Cost, ture email and workflow automation, questionnaire customization, it's just a far superior CRM.

Software anterior

Dubsado

Razões para mudar para o Clio

I believed the hype and the sales pitch. Just because is cost more doesn't mean the company has invested that into it's product. They just have a larger marketing budget.
Katie
  • Setor: Serviços jurídicos
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação
Relação qualidade/preço
4
Recursos
5
Praticidade
5
Suporte ao cliente
5

4
Avaliado em 23/08/2022

Marquez Law Recommends Clio

Vantagens

Tasks, document templates, automated billing and bill reminders. We love that Clio is dedicated to continuing to develop their platform and listen to their customers. The Quickbooks integration, among others, saves tons of time.

Desvantagens

We utilize a sustaining retainer model and the billing feature does not support this currently which makes it confusing for our clients. It would also be nice to be able to draft documents and texts to contacts for consultations/potential clients.

Alternativas consideradas

Rocket Matter e ProLaw

Razões para escolher o Clio

Started a new firm and had the opportunity to switch.

Software anterior

ProLaw
Beau
  • Setor: Serviços jurídicos
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação
Relação qualidade/preço
3
Recursos
4
Praticidade
5
Suporte ao cliente
5

5
Avaliado em 23/08/2022

Clio Review

It has been really good and the team is really responsive.

Vantagens

I really like the tasks feature that helps move client matters forward efficiently and smoothly by allowing our users to delegate and organize their work

Desvantagens

Some parts (especially Grow and Clio Docs as well as portals for clients)

Alternativas consideradas

CosmoLex, Rocket Matter e Smokeball

Razões para escolher o Clio

Clio was a better all around solution

Software anterior

Trello

Razões para mudar para o Clio

It was a better solution, especially in canada

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